Principle Wealth Partners LLC
Holdings in OFLX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,660,576 | 192,275 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $5,997,057 | 192,275 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $6,225,864 | 192,275 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $6,687,324 | 192,275 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $8,069,781 | 192,275 | Shares | Sole | 2025-01-29 |
| 2024-09-30 | $9,598,368 | 192,275 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $9,859,862 | 192,275 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $13,638,065 | 192,275 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $13,557,310 | 192,275 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $15,137,810 | 192,275 | Shares | Sole | 2023-11-01 |
| 2023-06-30 | $19,954,299 | 192,275 | Shares | Sole | 2023-07-31 |
| 2023-03-31 | $21,427,126 | 192,275 | Shares | Sole | 2023-05-10 |
| 2022-12-31 | $17,943,103 | 192,275 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $17,808,510 | 192,275 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $29,067,839 | 270,097 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $35,077,497 | 270,097 | Shares | Sole | 2022-05-12 |
| 2021-12-31 | $34,288,814 | 270,097 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $43,683,830 | 306,145 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $44,914,532 | 306,145 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $48,334,172 | 306,145 | Shares | Sole | 2021-05-18 |
| 2020-12-31 | $59,297,170 | 406,145 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $63,651,044 | 406,145 | Shares | Sole | 2020-11-16 |
| 2020-06-30 | $42,970,141 | 406,145 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $34,278,638 | 406,145 | Shares | Sole | 2020-05-13 |